LWM
LJI Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
10,012
-55
| -0.5% | -$2.65K | 0.08% | 93 |
|
|
2025
Q1 | $440K | Sell |
10,067
-253
| -2% | -$11.1K | 0.09% | 95 |
|
|
2024
Q4 | $432K | Sell |
10,320
-467
| -4% | -$19.5K | 0.09% | 103 |
|
|
2024
Q3 | $495K | Hold |
10,787
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $459K | Hold |
10,787
| – | – | 0.1% | 104 |
|
|
2024
Q1 | $443K | Hold |
10,787
| – | – | 0.11% | 87 |
|
|
2023
Q4 | $434K | Buy |
10,787
+4,422
| +69% | +$178K | 0.11% | 97 |
|
|
2023
Q3 | $242K | Hold |
6,365
| – | – | 0.07% | 142 |
|
|
2023
Q2 | $252K | Sell |
6,365
-1,042
| -14% | -$41.2K | 0.07% | 134 |
|
|
2023
Q1 | $292K | Buy |
7,407
+1,000
| +16% | +$39.5K | 0.09% | 114 |
|
|
2022
Q4 | $243K | Buy |
+6,407
| New | +$243K | 0.09% | 119 |
|